$35MM AUM | $300,000 GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
175
Avg Client Age
50
Overview

Rapidly growing fee based wealth management practice looking to acquire a book of clients to develop and build upon existing client base.

Extended Profile Information

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